Biotech Values

[DewDiligence]

I think the actual [Lovenox] run rate is $1.3B. The 247M in Q1 can split in 70M for Jan and Feb and 110M in March (script # jumps from 35000 (average) in Feb to 48000 in march and the new major GPO).

According to NVS’ CC, the March sales figure was boosted by initial stocking for two new GPO accounts. Hence, the annualized end-user run rate for generic Lovenox is clearly not as high as the $1.3B rate seen in March. Regards, Dew

p.s. Welcome back—you should post more often!